See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,044 | $99,020-46.4% | $86,590-38.7% | $147,584-64.1% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 11.19% | 1312.34%-1301.1pp | 964.84%-953.7pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,830 | $3,132-41.6% | $2,839-35.5% | $4,876-62.5% |
| Participant deferral / active EE | $3,423 | $3,972-13.8% | $3,609-5.1% | $5,439-37.1% |
| Admin fee / account holder | $1,830 | $5,710-67.9% | $4,906-62.7% | $10,885-83.2% |